Investment Claims Adviser – Financial Practice

Recruiter
Morgan Turner
Location
Bolton
Salary
£20,000 - £30,000
Posted
12 Jul 2017
Closes
11 Aug 2017
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
Our client, an established boutique legal and financial practice, are seeking experienced, ambitious and driven Financial Adviser, to join their dynamic financial advice team.

Having previous experience of advising on investment products like ISA`s, Unit Trust and Investment Bonds you will be speaking with clients who have lost money as a result of investing in these products to identify any potential mis-selling, in order to start a claim against a bank or financial adviser

Key skills include:

· Good understanding of regulated investment products and sales process followed by banks and financial advisers

· You will be passionate, have drive, ambition, an excellent telephone manner, an eye for attention to detail and a proactive approach

· You will be exceptionally well organised, with the ability to prioritise and operate under minimal supervision, with a keen attention to detail and an interest in the agenda of the team as a whole

· A commitment to the very best customer service

CeFa, CertPFS or FPC qualifications are essential.

Salary £20,000- £25,000 depending on experience with OTE of £30,000.

For the boxes: £20,000 to £30,000